+23.6%
PAYX vs VTR
+87.5%
-64.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | -4.9% | -0.3% | -4.5% | -4.8% |
| 30D | -3.8% | +1.1% | -4.9% | -4.1% |
| 3M | +17.9% | +7.9% | +10.0% | +15.3% |
| 6M | +26.1% | +6.2% | +19.9% | +23.4% |
| YTD | +6.7% | +17.7% | -11.0% | +1.0% |
| 1Y | -10.7% | +32.9% | -43.6% | -19.0% |
| 3Y | +7.0% | +129.7% | -122.7% | -20.3% |
| All | +23.6% | +87.5% | -64.0% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling